What are the responsibilities and job description for the Client Partner - Financial Services position at Vertical Relevance?
Job Summary
The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions.
Key Responsibilities
Skills & Qualifications
Industry Focus
Why Join Vertical Relevance?
At Vertical Relevance, you'll work alongside industry experts averaging over 20 years of experience in financial services. We offer a collaborative environment focused on delivering meaningful results for our clients while fostering professional growth for our employees.
The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions.
Key Responsibilities
- Business Development
- Identify and close new consulting opportunities in financial services.
- Develop and execute sales strategies to effectively position Vertical Relevance's services.
- Leverage personal networks and internal relationships to generate leads.
- Client Relationship Management
- Establish and maintain relationships with key decision-makers at target accounts.
- Position Vertical Relevance as a strategic partner for business and technology consulting solutions.
- Manage client relationships throughout the sales cycle.
- Collaboration & Strategy
- Work with internal delivery teams to develop competitive proposals and estimates.
- Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies.
- Drive account planning processes to uncover opportunities within existing clients and develop new logos.
- Sales Execution
- Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data.
- Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements.
- Leadership & Advocacy
- Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions.
- Represent Vertical Relevance at industry events to build brand awareness and network with potential clients.
Skills & Qualifications
- Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry.
- Proven track record of meeting or exceeding sales targets in a consultative selling environment.
- Strong presentation skills with the ability to communicate effectively at all organizational levels.
- Familiarity with business development methodologies, including technology roadmaps and assessments.
- Bachelor's degree required; advanced degrees or certifications in relevant fields are a plus.
Industry Focus
- Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments)
- Cloud Computing (AWS)
- Client Solutions (ServiceNow)
Why Join Vertical Relevance?
At Vertical Relevance, you'll work alongside industry experts averaging over 20 years of experience in financial services. We offer a collaborative environment focused on delivering meaningful results for our clients while fostering professional growth for our employees.